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Questions You’re Not Asking About Your Retirement Plan!

April 7, 2019

Questions You’re Not Asking About Your Retirement Plan! Time and time again I see it.  I see it in search results on Google.  I see it in client meetings. We are starting with the wrong questions. We’re going to show you the questions most start with and the ones you should be asking first so…

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Are You Prepared For The Certainty Of Uncertainty Of Retirement?

March 30, 2019

Are You Prepared For The Certainty Of Uncertainty Of Retirement? When planning for retirement the most common fear is that of uncertainty. The uncertainty of income.  The uncertainty of investment markets.  The uncertainty of life. These are common concerns and I recently experienced this with Jack & Mary, new clients. Meet Jack & Mary Jack…

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The BIG Retirement Planning Mistake…

March 16, 2019

The BIG Retirement Planning Mistake… Have you thought about your retirement plan lately?  Do you even have one in place?  Is it in writing? For most, the answer is no. For one thing, it can be daunting to think about.  It’s that time you now have to start thinking about your next phase in life. …

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Investment Portfolio Safety Drill – Build A Cash Fortress…

March 9, 2019

Investment Portfolio Safety Drill – Build A Cash Fortress… Planning for your eventual retirement from the workforce can be scary. After all, you are walking into the unknown.  It creates a level of stress and anxiety. How are we going to survive? Are we going to be ok? Will I run out of money? A…

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Investment Portfolio Safety Drill – Rebalancing

March 2, 2019

Investment Portfolio Safety Drill – Rebalancing Do you remember the good old see-saw? You don’t hear of them much anymore, in fact, I don’t know the last time I saw one in a playground! I used to love them as a kid, up and down, up and down.  I was the type of kid, yes…

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Investment Portfolio Safety Drill

February 24, 2019

Don’t Let The Market Catch You Off Guard… Back when I worked in an office they used to run fire drills throughout the year.  They generally came at the worst times and they would never tell you when they were going to happen. You’d be in the middle of something important and this loud piercing…

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Is a Financial Adviser a Complete Waste of Money?

February 17, 2019

Is a Financial Adviser a Complete Waste of Money? Recent findings from the Royal Commission have certainly put the spotlight on the financial services industry. In all honesty, the Royal Commission reminds me of a tv soap show.  It had all the drama and twists and turns. Fainting, high profile advisers pulled over the coals and resignations…

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Planning for your Wishes in Retirement!

February 9, 2019

Planning for your Wishes in Retirement! When I was a child I always had dreams. Dreams about being a Fire Fighter was one of them. I think it was the excitement of playing with fire. When I was young we lived on a farm. I would always find a nice quiet place when no one…

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Making Room for the extras in Retirement

February 2, 2019

Are you up to 15 yrs out from Retirement? In baby step 2  to Rock your way into Retirement, it’s important to consider what it is you are doing and plan as much as you can for this. We are going to discuss how to plan for those extras in retirement, the sauce that gets…

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Are you experiencing the not so thrifty 50’s?

January 25, 2019

With all the talk of recession combined with shaky investment markets, are you now considering whether you will have enough to enjoy your lifestyle in retirement? Although there are things that you cannot do about the markets, the economy or the world, there are many things you can do intentionally to ensure you are Rocking…

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